See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,654 | $48,230-24.0% | $67,502-45.7% | $80,856-54.7% |
| Participation rate | 65.8% | 66.4%-0.6pp | 72.9%-7.1pp | 67.6%-1.8pp |
| Annual return | 15.44% | 18.28%-2.8pp | 3512.12%-3496.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,455 | $2,924-50.2% | $4,000-63.6% | $4,296-66.1% |
| Admin fee / account holder | $2,644 | $3,681-28.2% | $3,998-33.9% | $6,918-61.8% |